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| Walter Scott & Partners Limited
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|---|---|
| CRD # | 112161 |
| SEC # | 801-19420 |
| CIK # | 0001462006 |
| AUM | 66.67 B (2026-03-30) |
| Employees | 162 (27% Investors, 2% Brokers) |
| Phone | 441312251357 |
| Address | One Charlotte Square, Edinburgh, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 26.8 | ||
| Apple Inc | 23.4 | ||
| Microsoft Corp | 19.1 | ||
| Amazon Com Inc | 13.9 | ||
| Alphabet Inc | 11.5 | ||
| Broadcom Inc | 8.9 | ||
| Alphabet Inc | 8.2 | ||
| Facebook Inc | 8.1 | ||
| J P Morgan Chase & Co | 6.2 | ||
| Tesla Motors Inc | 5.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Waler Scott International Fund for Charitable Remainder Trusts LLC | 2012-03-30 | 10.9 M | |
| HF | Walter Scott Emerging Markets Fund LLC | 2012-03-30 | 0.0 M | |
| HF | Walter Scott Ethical Global Fund LLC | 2012-03-30 | 24.9 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 21 | 19.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 10.1 |
| (g) Pension and profit sharing plans | 42 | 5.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 47 | 24.0 |
| (j) Other investment advisers | 5 | 0.7 |
| (k) Insurance companies | 5 | 1.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 35 | 5.2 |
| Total | 171 | 66.7 |
| By Discretionary | ||
| Discretionary | 171 | 66.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 171 | 66.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 30.4 | |
| United States Persons | 36.2 | |
| Total | 171 | 66.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001462006] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $45.9B |
| Clients | 16 (51 non-US) |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 2138003GMKAIWQ1PGY37 |
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